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Create Insights categories

You can create insights categories to organise your dashboards reports.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 5 months ago

Create Insights categories

To create Insights categories follow the steps:
Insights categories function as folders for organising various dashboards and reports.

  1. Open the Admin Tool.

  2. Click Insights, then click Categories.

  3. Click New to add a category description.

    • You can edit your description using the pencil icon.

    • You can hide your folders using the visibility icon, the folder won't show on your reports.

    • Click Hidden on the top right side to view all hidden categories.


Add a dashboard to a category folder

To add a dashboard to a category folder follow the steps:

  1. Click on the category you've created.

  2. Click Add.

    • The list of available dashboards will be shown to select.

  3. Select dashboard, then click Add to confirm.

πŸ€“Tip: You can also view different dashboards for different data to better understand which dashboard gives you what information.

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